Ratcheting down your equity exposure when stocks are richly valued can help combat 'sequence of return' risk and improve retirement - income sustainability, says financial-planning expert Michael Kitces.
The Principal Enhances Support for Participants Nearing Retirement
Savers and retirees alike can turn to our portfolios for ideas about asset allocation, benchmarking, and specific investments, says Christine Benz.
Financial planner Mark Balasa and Morningstar's Christine Benz and David Blanchett tackled viewers' most pressing retirement questions, from determining savings rates and income needs to planning for Social Security and maximizing retirement accounts .
No 401(k) at work? Here are other tax-smart ways to save
Ahead of Portfolio Makeover Week, Morningstar's Christine Benz offers tips to alleviate common concerns over retirement readiness, inflation, allocation, and more.
UPDATE: What millennials need to know before hiring a financial adviser
Retirement plan consultant builds service for plans with less than $2M in assets.
Evaluating the pros and cons of various streamlining strategies.
In this special presentation, get the answers to key questions about the quality of your plan, whether your savings are on track with your goals, how to allocate assets, and what to do with assets when you leave your job.